Financial Architects (New Jersey)’s Middlesex Water MSEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.27M | Hold |
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|
2022
Q4 | $1.28M | Hold |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.74M | Hold |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.72M | Hold |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.28M | Hold |
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|
2020
Q4 | $1.18M | Hold |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $938K | Buy |
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|
2019
Q4 | $990K | Sell |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $973K | Buy |
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|
2019
Q1 | $890K | Hold |
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|
2018
Q4 | $848K | Hold |
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|
2018
Q3 | $769K | Buy |
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|
2018
Q2 | $646K | Hold |
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|
2018
Q1 | $562K | Sell |
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|
2017
Q4 | $658K | Hold |
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|
2017
Q3 | $647K | Hold |
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|
2017
Q2 | $653K | Buy |
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|
2017
Q1 | $588K | Sell |
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|
2016
Q4 | $702K | Sell |
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|
2016
Q3 | $583K | Sell |
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|
2016
Q2 | $762K | Sell |
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|
2016
Q1 | $548K | Sell |
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|
2015
Q4 | $474K | Sell |
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|
2015
Q3 | $474K | Buy |
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|
2015
Q2 | $448K | Sell |
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|
2015
Q1 | $472K | Buy |
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|
2014
Q4 | $478K | Buy |
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|
2014
Q3 | $326K | Sell |
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|
2014
Q2 | $364K | Buy |
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|
2014
Q1 | $375K | Sell |
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|
2013
Q4 | $370K | Buy |
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|
2013
Q3 | $340K | Buy |
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|
2013
Q2 | $321K | Buy |
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